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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,649 | $78,423+175.0% | $95,964+124.7% | $79,856+170.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 17.59% | 19.37%-1.8pp | 91.64%-74.1pp | 31.71%-14.1pp |
| Employer contribution / active EE | $3,790 | $1,945+94.8% | $2,541+49.1% | $2,471+53.4% |
| Participant deferral / active EE | $5,221 | $3,440+51.8% | $4,167+25.3% | $3,741+39.6% |
| Admin fee / account holder | $5,504 | $5,622-2.1% | $6,797-19.0% | $5,306+3.7% |